Student Support

Students come to Wharton seeking opportunities that prepare them to become the next generation of business leaders. Wharton is committed to recruiting and matriculating the most talented and innovative students who will make a difference across the globe. Financial support plays a significant role in their ability to attend Wharton and maximize their time at the School. You can make a transformative impact on the lives of exceptional Wharton students by establishing and expanding undergraduate scholarships or MBA fellowships.

For more information, please contact
Jennifer Hall, Senior Executive Director, Development
jenmckee@wharton.upenn.edu | +1.215.573.2647

Undergraduate Scholarships

A named scholarship provides support and access to students for whom attending Wharton and the University of Pennsylvania may otherwise be an unbearable financial burden. For many students, financial assistance frees them to participate in immersive and enriching experiences, leadership activities, horizon-expanding travel, and internships that prepare them to achieve their professional goals. Students who receive aid are empowered to choose a career path based on their passions upon graduation, not on their financial obligations.

Undergraduate Scholarships

MBA Fellowships

Wharton’s ability to offer competitive, merit-based financial aid packages allows the School to attract and matriculate the most promising MBA students. In today’s global MBA landscape, top candidates have more choices than ever before. Offering a prospective student a named fellowship award at the time of acceptance signals the School’s belief in their future. Fellowships make Wharton more accessible for students from all backgrounds, give recipients the confidence to enroll at Wharton, and offers the financial flexibility to delve wholly into their MBA experience.

MBA Fellowships

Giving Definitions

Typically philanthropic commitments are paid over a period of three to five years.

Term Gifts

Term funding provides greater financial support upfront than an endowed gift and funding is spent down over a period of years.

Endowed Gifts

An endowed gift provides sustained funding that transforms a program or initiative. This level of philanthropy enables Wharton to confidently launch new initiatives and plan for future activities or address immediate needs.

Unrestricted Gifts

Unrestricted gifts mean that the donor allows Wharton to be flexible in spending the money. The annual fund, also known as The Wharton Fund, is the School’s unrestricted giving program and it helps the daily operations run smoothly, enabling innovation, and provides growth to our students.

Research and Programs

Campus

Ways to Give

Can’t find what you’re looking for? Contact The Wharton Fund at +1.215.898.7868 or whartonfund@wharton.upenn.edu

The University's Tax ID is 23-1352685. The fiscal year is July 1 - June 30.

Give to The Wharton Fund

▼ Give Online

Use Our Secure Giving Site

Apple Pay and Google Wallet are accepted.

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

Wharton External Affairs
Suite 500 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

Make checks payable to: “The Trustees of the University of Pennsylvania”
Please include your name (and your spouse’s name if applicable), affiliation(s) and how to allocate your gift (ex. The Wharton Fund).

▼ Donor-Advised Funds – Online Distributions

Give through your donor-advised fund on our giving website with DAF Pay.
Visit Wharton DAFpay and your preferred giving method will default to Donor Advised Fund. When ready to give, click DAFpay and select your DAF provider. Log in to your account and complete your gift.

▼ Donor-Advise Funds or Private Foundations

Contact your DAF provider or foundation manager(s) to direct your gift.

Make donations payable to The Trustees of the University of Pennsylvania
Include your Name, Affiliation, and Fund (ex. Susan Lee WG’97, Wharton Fund)
Penn’s Tax ID is 23-1352685

▼ Bank Wires

Send your gift via a bank wire to:
Wells Fargo Bank N.A.
420 Montgomery Street
San Francisco, CA 94104

Account Name: The Trustees of the University of Pennsylvania – Gifts Accounting
Account# 2000030009956
Reference: Name and Affiliation (example: Susan Lee, WG’99)

For Domestic Wires and ACH’s
ABA Routing #: 121-000-248

For International Wires Only
SWIFT CODE: WFBIUS6S
CHIPS: 0407

▼ Appreciated Securities

To make a gift of appreciated securities, including stocks, you or your broker can complete a transfer form and initiate a transfer of stock to the University of Pennsylvania. If you hold the certificate, it is best if those certificates remain un-endorsed and you complete a separate stock power form authorizing the transfer of ownership from you to Wharton.

Penn Securities Transfer Form

Brokerage Firm: Morgan Stanley Private Wealth Management
Attention: The Corcoran Ciarelli Group
Phone: +1.610.260.8526

DTC: 0015
Customer Name: University of Pennsylvania
Penn’s Tax ID: 23-1352685
Account Number: 858-010018

Contact our Securities Office at +1.215.898.7254 or stockgifts@lists.upenn.edu
Fax: +1.215.575.5118
University of Pennsylvania
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

▼ Charitable Gifts Through Your IRA

Individuals may make a Qualified Charitable Distribution (QCD) from their IRA directly to Wharton beginning at age 70½. The amount of the QCD is excluded from a donor’s Adjusted Gross Income (AGI), and thus not subject to income tax; donors do not receive an income tax charitable deduction for the gift. Donors age 73 and over may use QCDs to satisfy some or all of their Required Minimum Distributions (RMDs) up to $108,000 annually. The sample letter can be used to send to your IRA plan provider.

It is now possible to make a qualified charitable distribution from an IRA to fund a charitable gift annuity. This opportunity has some limitations and restrictions that differ from standard charitable gift annuities, and these should be examined closely when considering a gift. Contact us to learn more.

▼ Matching Gifts

Don’t miss the unique opportunity to increase the impact of your giving through a matching gift program. To find out if your employer participates and learn more about how to apply a match to your Wharton Fund gift, visit Penn’s matching gifts database.

For more information concerning the Matching Gifts Program, you can call +1.215.898.5069 or contact devgifts@dev.upenn.edu.

▼ Giving from Outside U.S.

If you live outside the United States and are considering a gift to Wharton, please visit Penn’s Giving from Outside the U.S. website. If you are a taxpayer in one of the following areas, please visit our country-specific giving pages before making your gift as your contribution may qualify for tax benefits in your home country.

Europe
Hong Kong
United Kingdom

▼ Planned Gifts

Planned gifts can be made through bequests, unitrusts, life insurance, pooled income funds, and real estate. If you are interested in learning more about planned giving opportunities, call +1.215.898.6171 or click on the link below.

Learn About Planned Gifts